美股研究社1
04-08
业界:国巨将切入英伟达GB200服务器供应链
4月8日|据台湾工商时报,英伟达GB200服务器预计将于第四季度进行大规模量产,鸿海、广达拿下这一大单。业界表示,国巨作为MLCC、钽电容等被动电子元件大厂,将打入GB200供应链,有望受惠。业界称,AI服务器对被动元件MLCC消耗量最多,而且多半为大容量、高压的特殊规格,相比一般服务器用量约为2倍,总容量达2~3倍,总金额达4~6倍。
$英伟达(NVDA)$
$广达公司(PWR)$
$鸿海集团(HHPD.UK)$
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